MongoDB Q2 FY27: 30% Revenue Growth, GAAP Profit, and $200M Buyback
MDB sits 76% above its 52-week low of $215.68 on elevated volume (1.9× avg).
Summary
MongoDB's Q2 FY27 10-Q confirms 30% revenue growth, GAAP profitability, and raised guidance, while adding detail on $200M in buybacks, strong cash flow, new director sale plans, and a small acquisition.
Key Events · Earnings and Guidance · MDB
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Q2 Revenue Up 30% to $771.8M
Total revenue grew 30% year-over-year to $771.8M, with Atlas revenue up 29% and Enterprise Advanced up 36%. GAAP net income was $40.9M ($0.50 diluted EPS), the third consecutive quarter of GAAP profitability.
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Full-Year Guidance Raised
FY2027 revenue guidance raised to $2.99–$3.03B with non-GAAP EPS of $6.39–$6.58. Q3 FY27 guidance set at $756–$761M revenue and $1.57–$1.61 non-GAAP EPS.
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$200M Buyback Executed, $399.7M Remaining
MongoDB repurchased 666,452 shares for $200.0M during H1 FY27 at an average price of $300.10. The $1.0B authorization has $399.7M remaining.
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Strong Cash Generation
Operating cash flow was $343.5M for H1 FY27, up from $182.0M a year ago. Cash, equivalents, and short-term investments totaled $2.4B at quarter-end.
Analysis · MDB · Technology
The Q2 FY27 10-Q confirms the strong results previewed in today's 8-K: revenue grew 30% to $771.8M, GAAP net income reached $40.9M, and full-year guidance was raised. Beyond the headline numbers, the filing adds material detail—$343.5M in operating cash flow, $2.4B in cash and investments, and $200M in share repurchases during the half, with $399.7M remaining on the authorization. Three directors adopted new 10b5-1 sale plans, and the company disclosed a $16.7M acquisition of Clarity Business Holdings. The litigation overhang remains: the securities class action's motion for reconsideration is fully briefed and pending, with derivative actions stayed behind it.
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At the time of this filing, MDB was trading at $380.06 on NASDAQ in the Technology sector, with a market capitalization of approximately $34.9B. The 52-week trading range was $215.68 to $473.10. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.